Lm-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
215
Total Value
555401
Accession Number
0002011314-25-000002
Form Type
13F-HR
Manager Name
Lm-Advisors
Data Enrichment
80% identified
171 identified44 unidentified

Holdings

215 positions • $555.4K total value
Manager:
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Page 10 of 11
Prologis, Inc.
Shares:2.8K
Value:$309.0K
% of Portfolio:55.6% ($309.0K/$555.4K)
921943858
Shares:5.9K
Value:$300.0K
% of Portfolio:54.0% ($300.0K/$555.4K)
46641Q217
Shares:5.2K
Value:$294.0K
% of Portfolio:52.9% ($294.0K/$555.4K)
46434V621
Shares:4.7K
Value:$289.0K
% of Portfolio:52.0% ($289.0K/$555.4K)
O REILLY AUTOMOTIVE INC
Shares:201
Value:$288.0K
% of Portfolio:51.9% ($288.0K/$555.4K)
81369Y506
Shares:3.0K
Value:$282.0K
% of Portfolio:50.8% ($282.0K/$555.4K)
922908538
Shares:1.1K
Value:$281.0K
% of Portfolio:50.6% ($281.0K/$555.4K)
CONOCOPHILLIPS
Shares:2.6K
Value:$278.0K
% of Portfolio:50.1% ($278.0K/$555.4K)
33740F482
Shares:7.5K
Value:$278.0K
% of Portfolio:50.1% ($278.0K/$555.4K)
33740F722
Shares:5.5K
Value:$275.0K
% of Portfolio:49.5% ($275.0K/$555.4K)
BOSTON SCIENTIFIC CORP
Shares:2.7K
Value:$275.0K
% of Portfolio:49.5% ($275.0K/$555.4K)
78464A763
Shares:2.0K
Value:$272.0K
% of Portfolio:49.0% ($272.0K/$555.4K)
464287549
Shares:3.0K
Value:$272.0K
% of Portfolio:49.0% ($272.0K/$555.4K)
464287523
Shares:1.4K
Value:$269.0K
% of Portfolio:48.4% ($269.0K/$555.4K)
KLA CORP
Shares:383
Value:$260.0K
% of Portfolio:46.8% ($260.0K/$555.4K)
464287234
Shares:5.9K
Value:$260.0K
% of Portfolio:46.8% ($260.0K/$555.4K)
78463X202
Shares:4.8K
Value:$259.0K
% of Portfolio:46.6% ($259.0K/$555.4K)
46138E628
Shares:4.0K
Value:$251.0K
% of Portfolio:45.2% ($251.0K/$555.4K)
92189F676
Shares:1.2K
Value:$249.0K
% of Portfolio:44.8% ($249.0K/$555.4K)
FREEPORT-MCMORAN INC
Shares:6.1K
Value:$231.0K
% of Portfolio:41.6% ($231.0K/$555.4K)